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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $21,167 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $560 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,432 | $76,696-48.6% | $96,515-59.1% | $71,511-44.9% |
| Participation rate | 69.1% | 66.6%+2.5pp | 74.3%-5.3pp | 67.9%+1.1pp |
| Annual return | -2.62% | 48.32%-50.9pp | 35.73%-38.3pp | 28.86%-31.5pp |
| Employer contribution / active EE | $2,102 | $3,032-30.7% | $3,740-43.8% | $2,589-18.8% |
| Participant deferral / active EE | $2,452 | $3,770-35.0% | $4,880-49.7% | $4,291-42.8% |
| Admin fee / account holder | $110 | $2,030-94.6% | $6,735-98.4% | $1,588-93.1% |